Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.035 | 0 | 4 |
1 month | 0.001 | 0 | 25 |
3 months | 0.018 | 0 | 2 |
1 year | 0.071 | 0 | 10 |
3 years | 0.031 | 0 | 38 |
5 years | 0.064 | 0 | 10 |
10 years | 0.039 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.047 | — |
2023 | 0.056 | — |
2022 | -0.071 | — |
2021 | 0.089 | — |
2020 | -0.011 | — |
2019 | 0.134 | — |
2018 | -0.041 | — |
2017 | 0.093 | — |
2016 | 0.078 | — |
2015 | 0.061 | — |
2014 | 0.073 | — |
2013 | 0.172 | — |
2012 | 0.150 | — |
2011 | -0.025 | — |
2010 | 0.100 | — |
2009 | 0.262 | — |
2008 | -0.312 | — |
2007 | -0.007 | — |
2006 | 0.111 | — |
2005 | 0.138 | — |
2004 | 0.123 | — |
2003 | 0.176 | — |
2002 | -0.105 | — |
2001 | -0.025 | — |
2000 | 0.028 | — |
1999 | 0.065 | — |
1998 | 0.087 | — |
1997 | 0.171 | — |
1996 | 0.103 | — |
1995 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.034 | — | — | — |
2024 | 0.010 | 0.016 | 0.042 | -0.021 |
2023 | 0.000 | -0.005 | 0.003 | 0.058 |
2022 | -0.020 | -0.045 | -0.053 | 0.048 |
2021 | 0.023 | 0.039 | 0.014 | 0.011 |
2020 | -0.207 | 0.128 | 0.004 | 0.101 |
2019 | 0.057 | 0.026 | 0.009 | 0.035 |
2018 | -0.033 | 0.035 | 0.009 | -0.051 |
2017 | 0.043 | 0.023 | 0.003 | 0.022 |
2016 | -0.002 | -0.006 | 0.074 | 0.011 |
2015 | 0.053 | 0.004 | -0.028 | 0.032 |
2014 | 0.007 | 0.023 | 0.017 | 0.023 |
2013 | 0.077 | 0.001 | 0.047 | 0.038 |
2012 | 0.062 | -0.010 | 0.056 | 0.037 |
2011 | 0.013 | 0.010 | -0.068 | 0.024 |
2010 | 0.044 | -0.043 | 0.069 | 0.030 |
2009 | -0.069 | 0.130 | 0.153 | 0.040 |
2008 | -0.090 | -0.018 | -0.080 | -0.164 |
2007 | 0.017 | 0.007 | -0.020 | -0.010 |
2006 | 0.050 | -0.025 | 0.038 | 0.047 |
2005 | 0.022 | 0.028 | 0.047 | 0.034 |
2004 | 0.030 | 0.010 | 0.021 | 0.057 |
2003 | -0.016 | 0.107 | 0.036 | 0.042 |
2002 | 0.022 | -0.043 | -0.088 | 0.003 |
2001 | -0.027 | 0.025 | -0.096 | 0.082 |
2000 | -0.032 | 0.018 | 0.010 | 0.033 |
1999 | 0.046 | 0.022 | -0.043 | 0.041 |
1998 | 0.106 | 0.004 | -0.075 | 0.059 |
1997 | 0.029 | 0.032 | 0.091 | 0.011 |
1996 | 0.013 | 0.022 | 0.029 | 0.035 |
1995 | 0.023 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.071 |
3 years | 0.031 |
5 years | 0.064 |
10 years | 0.039 |